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11min chapter
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
Meta and Snap's Performance and Challenges
Discussion on Meta's shift to AI and reduction in headcount leading to record profits, Snap's limited feedback loop for shareholders, comparison of their operating expenses and revenue, and the difficulty of choosing which company to invest in as a shareholder.
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